I want to transfer the project created in this account to another account

I want to transfer the project created in this account to another account

Dear Sir
I want to transfer the project created in one account to another account 

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Four types of task dependencies

                                                            "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
                                                          • Tip: How to print the Gantt View

                                                            Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
                                                          • Project Management via Emails in Zoho Projects

                                                            We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
                                                          • Task and Project numbering

                                                            Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
                                                          • Task Inline Editing Enhancement

                                                            Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ



                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • [Product update] Instagram Profiles Integration with Zoho Analytics

                                                                                                            Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted
                                                                                                          • how to prevent some user to choose the stage in deal module when creating a deal record?

                                                                                                            I want to prevent some users to choose a deal stage when creating a deal record I want some users to follow the pipeline from top to bottom. can I do that? because it seems I can't hide this field . is there any workaround for this? can I hide it using
                                                                                                          • Quotes: Export to PDF and attach using API

                                                                                                            Hello, I would like to automate the following: - create a Quote for an account - export that quote to PDF - upload the PDF back into ZohoCRM, as an attachment for that Quote using API methods. Is this possible, has anybody done this before? Thank yo
                                                                                                          • Zoho CRM Contact Form style in website

                                                                                                            Hello, I am trying to embed the Contact Form from Zoho CRM into our existing WordPress website to replace our current contact form. The look on the website is not similar to the 'Preview' when I am setting up the form in the CRM, and I have limited html
                                                                                                          • RTL Support for Webforms in Zoho CRM

                                                                                                            Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
                                                                                                          • Data Sync

                                                                                                            Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?
                                                                                                          • I have integrated WhatsApp but it in vissible to sent message to customers

                                                                                                            I have integrated WhatsApp but it in vissible to sent message to customers.
                                                                                                          • Embedding SalesIQ in Zoho Creator within a (Internal) Widget - Not customizable

                                                                                                            I've been trying to integrate SalesIQ within an application in Zoho Creator. And since <script> tags can't be rendered within the HTML snippet, I've created a separate widget which is hosted internally (through packed .zip file) and added SalesIQ through
                                                                                                          • Zoho Campaigns - how to have distinct Lead and Contact segments?

                                                                                                            Hi, I have been using Zoho Campaigns for quite a while now. What is not clear to me is how to have distinct segments for Leads and Contacts. I tried and used filters to do the trick, but that doesn't always work as I expect. For instance, converted Leads
                                                                                                          • OAuth Error - {"error":"invalid_code"}

                                                                                                            curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:
                                                                                                          • Zoho Campaigns Pop Up not scaling properly on phone browser

                                                                                                            The pop up for the sign up for my mailing list works fine on my browser on PC, but on phone, it only shows half of the pop up. How do I fix this?
                                                                                                          • 📣📣 Zoho Bookings - Feature Roadmap 2024

                                                                                                            Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
                                                                                                          • Cannot add Outlook Calendar to Zoho Bookings

                                                                                                            Hello, When I try to add my Outlook Calendar to Zoho Bookings I get almost to the end, including accepting the permissions and authorising the Office 365 account then I get the error message "Something's not right on our side. Sorry about that. Please
                                                                                                          • booking link that expires

                                                                                                            I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only
                                                                                                          • Bookings - How do you select more than 1 service?

                                                                                                            Hello - I'm setting up a client with CRM and Bookings. She is a beautician that needs to have people book more than 1 service at time. Some services are add-on and she wants to collect a deposit but not the full payment.  How do we allow the clients to book more than 1 service at a time? Can the system take partial payments?
                                                                                                          • Canvas: is it possible to have a fixed header?

                                                                                                            Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
                                                                                                          • Introducing ICR in Zoho CRM: Transform your printed text into digital data

                                                                                                            From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses
                                                                                                          • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

                                                                                                            Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
                                                                                                          • Linking Reports and Projects to CRM Portal

                                                                                                            Is there a way to link reports and projects to a CRM portals?
                                                                                                          • How to filter deals for anything not yet delivered

                                                                                                            Hello I want to be able to filter my deals for anything where the Sales Order is not delivered. I'm stuck because I want to include deals with and without Sales Orders, and just exclude ones with an associated Sales Order which is stage Delivered Does
                                                                                                          • Currency fields and decimal places in CRM email templates

                                                                                                            Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached
                                                                                                          • Package Dimensions

                                                                                                            Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections
                                                                                                          • Zoho One for Multiple Organisation under a Parent Company

                                                                                                            Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia.  Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/
                                                                                                          • Track All Emails from Company Domain

                                                                                                            For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separate
                                                                                                          • New in Zoho Sign: Allow recipients to review and change associated recipients

                                                                                                            Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures
                                                                                                          • Workable tutorials on Zoho RPA sorely needed - who can share?

                                                                                                            Hi folks, I own several RPA tools and would love to switch to Zoho RPA just to keep everything in the same ecosystem. However, Zoho RPA documentation lacks examples of how to do the most basic activities where RPA is most common. In particular: 1. opening
                                                                                                          • Need head start/ideas for a new application using the portal

                                                                                                            Hi, I am just looking for ideas, or direction, about a new app. Simply put, I have multiple vendors offering products, and multiple customers buying those products. BUT the administrator controls the product offering and prices. For example, Vendor "A"
                                                                                                          • SMTP zoho email + prestashop problem

                                                                                                            Hi,  i just created an email for my domain with an e-shop built on prestashop... however, after setting the SMTP (myemail@mydomain.com, password is correct, server is smtp.zoho.com, port 465, SSL) i still get an error message saying i should check my settings. with gmail address it works fine, but zoho has a problem.. anybody encountered this problem, or has any idea or solution? thanks a lot.
                                                                                                          • Cannot paste consistently

                                                                                                            When authoring and editing articles in Zoho Learn, I often find that I am unable to paste content. Some days, Zoho will let me paste a few times using keyboard shortcuts (Ctrl-V), but then will randomly stop allowing this function.  I have also tried
                                                                                                          • Recording stripe fees for sales w/out invoices

                                                                                                            In my business, people make many purchases w/out an invoice using a credit card. With invoice payments, I record them as sales and deposit the $ to credit card clearing, deduct stripe fees associated on the bank fees line, and then I record the stripe
                                                                                                          • Fields from Zoho CRM not appearing in merged document

                                                                                                            Hi, I have a custom CRM module where certain fields are looked up from "Contacts". When I then try to run a mail merge from my custom module, the date from the fields which were fetched from contacts do not appear in the document. I just see the field
                                                                                                          • Going back to older version

                                                                                                            Hi, One of our tech did a new version of our app, but created problems that we do not have time to repair, we just want to go back to an older version for the moment. To make sure we choose the right older version, we also want to double-check the dates
                                                                                                          • Zoho Creator HTML Page

                                                                                                            Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush
                                                                                                          • Remote Assist Reboot - User can't login

                                                                                                            Last night one of our support agents was using Zoho Assist doing a remote assist session.  A reboot was required. Upon rebooting the Windows 10 user says he can't login and that he is getting an invalid password error.   Is this a known problem? Any thoughts?  Awaiting customer to arrive at work today to attempt safe mode boot.
                                                                                                          • Move a ticket from one department to another without creating the product in both departments

                                                                                                            Hello everyone, I am having serious problems with the products. When a customer creates a ticket in a department and selects a product by mistake and we move it to the corresponding department it automatically creates in both departments the product.
                                                                                                          • How do I setup product syncing between Desk and CRM?

                                                                                                            How do I setup product syncing between Desk and CRM? I can see in Desk where to add products, but it doesn't show the existing products I imported into CRM. Where do I turn on the syncing? I assume there's an option somewhere similar to the option to
                                                                                                          • multiple users unable to view campaigns

                                                                                                            I have just added two users to zoho campaigns.  when they log in they don't see the details regarding the email campaigns already run.  i would like all users to access this.
                                                                                                          • If a contact is deleted from Zoho CRM, will all related activities be deleted related to the contact?

                                                                                                            I think question is clear.
                                                                                                          • Factur-X

                                                                                                            Bonjour, J'ai découvert dans la dernière release notes de Zoho Books, l'apparition du support du format Factur-X (Export Transactions in Factur-X Format | Help | Zoho Books), mais il faut apparemment activer une nouvelle fonctionnalité de taxes. Quelqu'un
                                                                                                          • On Duty Requests using API

                                                                                                            Currently we can only do attendance entries using API, we need to make on Duty Requests using API Use Case We are using different on premise devices to track meetings, we want to sync this data with Zoho People Currently we are manually making on duty
                                                                                                          • Next Page